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iShares S&P Small-Cap 600 Growth ETF

218 hedge funds and large institutions have $1.47B invested in iShares S&P Small-Cap 600 Growth ETF in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

16% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 69

12% more funds holding

Funds holding: 194218 (+24)

5% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$74.6M)

4.65% less ownership

Funds ownership: 104.01%99.36% (-4.6%)

65% less call options, than puts

Call options by funds: $6.17M | Put options by funds: $17.6M

Holders
218
Holders Change
+24
Holders Change %
+12.37%
% of All Funds
6.33%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
39
Increased
80
Reduced
69
Closed
11
Calls
$6.17M
Puts
$17.6M
Net Calls
-$11.4M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Advisors Preferred
Maryland
$4.41M +$4.22M +74,174 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$4.37M -$120K -2,112 -3%
TYCC
53
Texas Yale Capital Corp
Florida
$4.08M +$6.26K +110 +0.2%
MA
54
MCF Advisors
Kentucky
$4.05M +$71.7K +1,260 +2%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$4M +$80.5K +1,414 +2%
TPSF
56
Texas Permanent School Fund
Texas
$3.95M -$102K -1,800 -3%
CAL
57
Capital Analysts LLC
Pennsylvania
$3.76M +$183K +3,214 +5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$3.67M +$503K +8,838 +17%
BF
59
BOK Financial
Oklahoma
$3.65M -$15K -264 -0.4%
NPC
60
National Planning Corporation
California
$3.46M -$6.01M -105,544 -65%
AA
61
Alesco Advisors
New York
$3.43M -$263K -4,614 -7%
CMP
62
Courage Miller Partners
Virginia
$3.33M -$252K -4,422 -7%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$3.26M -$33.6K -590 -1%
NES
64
New England Securities
New York
$3.18M +$81.7K +1,436 +3%
PAI
65
Pittenger & Anderson Inc
Nebraska
$3.07M
AMG
66
Asset Management Group
Connecticut
$2.96M -$90.3K -1,586 -3%
GLA
67
Great Lakes Advisors
Illinois
$2.9M -$330K -5,792 -11%
FIG
68
FundX Investment Group
California
$2.75M +$2.64M +46,334 New
LA
69
Leonetti & Associates
Illinois
$2.65M -$254K -4,464 -9%
PFPT
70
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.52M -$112K -1,968 -4%
NL
71
NWAM LLC
Washington
$2.47M -$364K -6,398 -13%
TAIM
72
TD Ameritrade Investment Management
Nebraska
$2.44M -$58.4K -1,026 -2%
Citigroup
73
Citigroup
New York
$2.38M +$359K +6,310 +19%
BC
74
Brookfield Corp
Ontario, Canada
$2.28M
CPO
75
Cerity Partners OCIO
New York
$2.26M +$105K +1,850 +5%